See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,365 | $73,867+33.2% | $143,757-31.6% | $68,494+43.6% |
| Participation rate | 61.6% | 66.7%-5.0pp | 80.3%-18.7pp | 67.9%-6.2pp |
| Annual return | -16.88% | 1.01%-17.9pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,625 | $3,184-49.0% | $4,951-67.2% | $2,596-37.4% |
| Participant deferral / active EE | $3,381 | $3,384-0.1% | $5,637-40.0% | $4,027-16.1% |
| Admin fee / account holder | $32,476 | $5,755+464.4% | $14,673+121.3% | $5,403+501.1% |